Herbert Ong(@herbertong):🚨 Chinese EV makers building full-scale factories in the US sounds simple. The economics don’t. @theJeffLutz points to the biggest problem: labor and supply-chain costs are dramatically higher in the U.S., while Chinese automakers also lose the supplier terms that help their model work at home. @TeslaBoomerMama adds that much of the profit comes from selling overseas, not from China itself. And @CernBasher raises the geopolitical angle: could Giga Shanghai become part of the bargaining? So is this really about factories in America? Or is it leverage in a much bigger negotiation? $TSLA

Herbert Ong

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参加 July 2008

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Herbert Ong@herbertong

2026.09.25 14:56

🚨 Chinese EV makers building full-scale factories in the US sounds simple. The economics don’t. @theJeffLutz points to the biggest problem: labor and supply-chain costs are dramatically higher in the U.S., while Chinese automakers also lose the supplier terms that help their model work at home. @TeslaBoomerMama adds that much of the profit comes from selling overseas, not from China itself. And @CernBasher raises the geopolitical angle: could Giga Shanghai become part of the bargaining? So is this really about factories in America? Or is it leverage in a much bigger negotiation? $TSLA